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BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being.
The firm was founded in early 2000 and for over 20 years, has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans!
BBR Partners is searching for a Senior Associate to join our Data Solutions team. A proactive problem solver who is flexible working in an agile, fast-paced environment will thrive in this role. You should have a demonstrated ability to organize, understand and simplify large quantities of data. You should have comfort working with stakeholders across all business areas with a concentration on the Innovation Team. You will proactively identify new areas of improvements that will help improve the tools, data quality, reliability and productivity and overall efficiency.
Work with Portfolio Management, Research, and Trading teams to build data screens and forward-looking portfolio decision tools to inform and execute firmwide investment management decisions.
Manage collection, input, and reporting of fund and investment manager transparency/exposure data for Hedge Funds, Private Equity funds, Traditional Equity and Fixed Income managers from multiple sources.
Generate portfolio review presentations for the firm’s clients; manage reporting workflow.
Participate in data clean-up and conversion on important firm-wide projects.
Cross-train with Portfolio Management, Portfolio Accounting, Trading, and Reporting groups within Data Management and support them as required.
Work constantly to help the team and firm improve document processes and workflows.
Bachelor’s degree with focus in finance, mathematics, accounting, data analysis, operations, or related field.
Excellent quantitative, mathematical, and problem-solving skills.
Required technical skills include MS Office and a high level of proficiency with Microsoft Excel.
High level of attention to detail. Seeks to learn from mistakes and is willing to put in the effort necessary to get the job done.
Ability to work with a fair degree of autonomy and demonstrate tremendous initiative and sense of personal accountability.
Excellent communication (written and verbal) and inter-personal skills.
Demonstrates unquestioned ethics and credibility and strives to exemplify the highest ethical standards.
Ideal candidate will have had exposure to and/or demonstrated interest in investment management.
Proficiency in data platforms such Alteryx and PowerBI and working knowledge of SQL, R and Python.
What We Offer:
Opportunity to work with and learn from accomplished colleagues in an entrepreneurial and fast paced environment
Competitive base salary, bonus, and incentive compensation over time
Company subsidized health insurance for employee, partner, and dependents
Life insurance, short-term & long-term disability coverage
401K plan, pre-tax transit and parking program and flexible spending programs for medical and dependent care
Flexible time off and paid parental leave
New office space with a variety of perks and amenities
Hybrid remote work environment, “Work from Anywhere” weeks, casual dress
We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.